What Does HubSpot Onboarding Look Like with LevelUp Digital?

At LevelUp Digital, we don’t just “set you up” on HubSpot—we build a system that works for you, tailored to your unique business needs. Whether you’re a startup taking your first steps in automation or a scaling enterprise looking for deep integrations, our onboarding process is designed to make HubSpot easy, powerful, and stress-free.

Your HubSpot, Built for Success

HubSpot can be overwhelming if you don’t know where to start. That’s why we do the heavy lifting. Our proven onboarding process ensures businesses achieve maximum activation of HubSpot's full capabilities, giving you the highest possible return on investment.

We offer three tailored onboarding options to fit companies of every size, but we’re always happy to create a custom solution that meets your exact needs. At the end of the day, our goal is simple: we want to see you succeed.

So, let’s walk through our standard three options and find the best fit for you.

Level One: The Foundation

(Perfect for Getting Started)

Think of this as your “HubSpot 101” setup. If you’re new to HubSpot, we lay down a rock-solid foundation that gets you up and running quickly. This includes:

• Connecting all the essentials: Your website, email, calling system, calendar, meeting scheduler, and social media accounts.

• Making sure everything flows smoothly: We handle all domain setups for landing pages, SPF authentication for emails, and basic automation.

• Building your initial sales strategy: We’ll set up custom properties and initial automation to get your CRM structured properly.

• Data Imports: We will get your lists of contacts and companies mapped and imported into the system, as well as integrate with your current marketing systems to build your HubSpot ecosystem. 
  

• Hands-on training: You and your team will know exactly how to use HubSpot to manage contacts, deals, and communications through group and 1-1 trainings. 

This is perfect for companies looking for a streamlined, no-fuss start with HubSpot while still getting expert guidance.

Level Two: Enhanced Strategy

(For Businesses Ready to Scale)

If you need more than just a setup—if you want to start automating, nurturing leads, and making HubSpot work harder for you—this is where things get exciting. On top of everything in Option One, we add:

• Marketing & sales collateral: We’ll create three email templates for things like newsletters, event sign-ups, or abandoned carts, as well as sales email templates for speedy outreach strategies.

• Advanced automation: We'll create up to 50 workflows to streamline your sales and marketing processes, whether that’s nurturing leads, triggering follow-ups, or managing handoffs between teams.

• A marketing or sales nurture sequence: Whether it’s for event sign-ups, free trials, or abandoned carts, we make sure you have a seamless, automated follow-up process.

• Custom dashboards: Track your marketing and sales performance in one place, with reports designed specifically for your goals.

• Advanced sales strategy: We work with you to refine and optimize your entire sales funnel and touchpoints, including automated document processing / e-signing, LinkedIn Sales Navigator implementation, and detailed sales associate reporting. 
  

This is for businesses that are serious about optimizing their HubSpot investment and want automation to drive growth.

Option Three: Comprehensive Build-Out

(For Those Who Want Everything Handled)

This is for businesses that want to go all-in. If you’re looking for a completely hands-off experience where we handle every detail, this is it. You get everything in Option One and Two, plus:

• Full CRM Migration: This includes full migration of activities, calls, emails, tasks, etc., from systems like Zoho, Salesforce, and others.

• Marketing & SEO strategy: Not just tools, but an actual roadmap for success.

• Custom integrations & API connections: Need HubSpot to talk to your ERP, accounting software, or other business-critical tools? We’ll handle it.

• HIPAA compliance & special encryption: If your business requires security and regulatory compliance, we’ve got it covered.

• Custom objects & service flows: If your business needs custom CRM objects or deep operational workflows, we build them for you.

This is the ultimate solution for businesses that want a powerful, fully integrated HubSpot system—without having to do any of the work themselves.

How the Onboarding Process Works

(Regardless of Your Package)

No matter which option you choose, our onboarding process follows a proven three-phase approach over six to eight weeks.

It all starts with the Kickoff Meeting, a two-hour deep dive where we learn about your business, processes, and goals. This sets the stage for everything that follows.

Phase 1: Kickoff & Core Setup (Weeks 1-2)

Your foundational setup begins here. We’ll connect your systems, set up your email domain following best practices, and start configuring HubSpot. We provide initial training to ensure your team is set up with email, calendar, and essential tools. Additionally, we take a deep dive into your current sales processes and strategy, as well as your long-term goals. From this, we create a detailed operational sales strategy, documenting a plan of required properties, automations, pipelines, and processes.

In Between Phases 1 and 2, we hold a Sales Strategy Review Meeting to refine and approve the plan before moving into full implementation.

Phase 2: Sales & Automation Build (Weeks 3-4)

This is where HubSpot starts working for you. With the sales strategy finalized, we begin building out the necessary properties, workflows, and automations. By the middle of this phase, your team will be actively using HubSpot and experiencing immediate benefits. We also encourage continuous feedback, allowing us to refine workflows based on real-world usage. During this phase, we document the strategy for sales sequences, which will be built and launched in Phase 3.

Phase 3: Marketing & Optimization (Weeks 5-6 or longer for advanced builds)

Now we bring in the marketing magic. This phase focuses on finalizing any API integrations, setting up email sequences, launching automation workflows, and/or refining dashboarding for reporting. If needed, we also implement blog integrations and content strategies. Advanced clients receive SEO & marketing strategy recommendations to give them a detailed roadmap of where to take the system next, depending on their goals. 

Each phase builds on the last, ensuring a smooth, efficient onboarding. While most projects wrap up in six weeks, advanced integrations may take up to eight weeks, depending on complexity.

FINAL HANDOFF MEETING

During the handoff meeting, we provide a document that summarizes everything we have done, including all properties, workflows, important lists, strategies, sequences, emails, and more—tied up in a bow. We walk you through this documentation, address any final questions, and complete the handoff, ensuring you feel confident moving forward with your fully optimized HubSpot setup.

This structured process ensures that you’re not just set up—you’re set up for success.

After THE Onboarding

We don’t just launch you and disappear. After onboarding, we offer multiple monthly support plans tailored to your needs. Whether you need occasional help or full-scale management, we’re here to make sure HubSpot continues working for you.

Beyond HubSpot management, we are a full-service digital agency. We can help with anything from app development and web development to digital marketing strategy, SEO, social media, and ad management. Our full-service capability and easy sliding-scale packages allow you to have a professional team as your own—without the massive overhead—to continue getting things done.

HubSpot is a powerful tool, but only if it’s set up the right way. With LevelUp Digital, you get more than onboarding—you get a system that drives success. Whether you’re starting fresh, optimizing existing processes, or integrating complex tools, we’ll be with you every step of the way.

Ready to get started? Book a meeting with us today and see how we can make HubSpot work for you!

Why LevelUp Digital?

At LevelUp Digital, we believe in more than just technology—we believe in transformation. With years of experience helping businesses harness the power of HubSpot, we’ve perfected the art of making complex systems simple and effective. Our team is made up of industry experts who don’t just implement software; we craft strategies that align with your goals, streamline your processes, and empower your team. We take pride in our hands-on approach, ensuring that every client, no matter their size, gets personalized attention and a roadmap for success. Whether you need foundational setup or advanced integrations, we’re committed to making sure HubSpot works for you—not the other way around.